Position in NVDA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$7,762,891
+$1,265,619 QoQ
Shares Held
38,797
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#2,765
of 5,888 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026BRASADA CAPITAL MANAGEMENT, LP holds $43,273,392 across 7 Semiconductors names. NVDA ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
33,242 | $12,557,165 | |
| 2 | MPWR |
Monolithic Power Systems, Inc.
|
6,469 | $8,942,486 | |
| 3 | NVDA |
Nvidia Corp
This page
|
38,797 | $7,762,891 | |
| 4 | ADI |
Analog Devices Inc
|
18,223 | $7,237,628 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
4,008 | $2,328,287 | |
| 6 | INTC |
Intel Corp
|
16,527 | $2,307,665 | |
| 7 | MCHP |
Microchip Technology Inc
|
25,173 | $2,137,270 |
All Filings in NVDA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,762,891 | 38,797 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $6,497,272 | 37,255 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,217,923 | 38,702 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,985,182 | 37,438 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,616,463 | 41,879 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,535,919 | 41,852 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,463,435 | 55,577 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,764,208 | 55,700 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,822,990 | 55,229 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,020,179 | 5,556 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,797,993 | 5,650 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,103,176 | 4,835 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||